See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $192,692 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $129,332 |
MARSELLA VIANI9 years Service code 30 · EIN 13-6188273 | Employee (plan); Direct payment from ... | $106,836 |
PITTA LLP7 years Filed as: PITTA AND GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $101,493 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $80,000 |
VULCAN VALUE PARTNERS9 years Service code 28 · EIN 39-2051712 | Investment Management | $48,891 |
LOCAL 6 UNION7 years Service code 50 · EIN 13-0855926 | Direct Payment | $41,363 |
Service code 29 · EIN 13-3573855 | Legal | $24,322 |
HILL RIVKINS, LLP7 years Service code 50 · EIN 13-5616164 | Direct Payment | $17,500 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 50 · EIN 36-0721895 | Direct Payment | $15,760 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $227,811-100.0% | $157,677-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 44.0%-44.0pp |
| Annual return | -97.89% | 8.39%-106.3pp | 8.39%-106.3pp | 13.05%-110.9pp |
| Employer contribution / active EE | $0 | $45,860-100.0% | $41,487-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $30,864-100.0% |